Quickstart Guide

 In this article, you'll learn how to:

1. Create a matter
2. Create a contact

Creating a Matter

1. Click on the Global Create Button  next to the matter/contact search bar in the top-right corner.
   
   
2. Click on 'Matter' to proceed to the matter creation page, which will appear in the form of a pop-up screen within the current page.
   
   
3. Select the type of matter you will be creating, then enter information about the matter, as per the screenshot below:

1. Any fields marked with a red asterisk (*) are required fields.
   
   Please Note: You will need to have a System User assigned to the matter to change its step within the workflow ribbon.

2. After you have filled in all the necessary fields, scroll to the bottom of the pop-up window and click on Create Matter.

You have now created a new matter.

For more information on creating matters, please see Creating a Matter.

Creating a Contact

1. Click on the Global Create Button  next to the matter/contact search bar in the top-right corner.
   
   
2. Click on 'Contacts' - a pop-up screen will appear as per the screenshot below:

1. Once you have filled out all the necessary fields, scroll to the bottom of the page and click Save.

You have now created a new contact record.

For more information on creating contact records, please see this page.

Related Articles

• Creating a Matter
• Creating a Contact Record